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John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$31.3K +$22.2K +520 +181%
KBC Group
202
KBC Group
Belgium
$26K -$105K -2,461 -79%
FHA
203
First Horizon Advisors
Tennessee
$23.7K +$895 +21 +4%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$21.8K +$6.14K +144 +34%
GRP
205
Global Retirement Partners
California
$20.5K +$5.84K +137 +32%
Nomura Asset Management
206
Nomura Asset Management
Japan
$15.9K
SPIA
207
Steward Partners Investment Advisory
New York
$15.5K
JWM
208
Janiczek Wealth Management
Colorado
$15.5K -$5.71K -134 -25%
BAM
209
Belpointe Asset Management
Nevada
$9.3K +$10.2K +240 New
S
210
SignatureFD
Georgia
$8.68K -$2K -47 -17%
QCG
211
Quadrant Capital Group
Ohio
$5.23K -$1.58K -37 -22%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$5.04K -$9.63K -226 -63%
Bessemer Group
213
Bessemer Group
New Jersey
$2K -$12K -282 -84%
MCM
214
Manchester Capital Management
Vermont
$1.78K +$1.41K +33 +254%
Simplex Trading
215
Simplex Trading
Illinois
$1K +$980 +23 +329%
EBA
216
Eagle Bay Advisors
New York
$814
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$775
AF
218
Allworth Financial
California
$660 +$724 +17 New
DA
219
Denali Advisors
California
$620
JWA
220
JFS Wealth Advisors
Pennsylvania
$543 -$469 -11 -44%
SC
221
Schubert & Co
Texas
$466 +$43 +1 +9%
AF
222
Advisornet Financial
Minnesota
$426 +$43 +1 +10%
SIC
223
SJS Investment Consulting
Ohio
$388 -$85 -2 -17%
CFD
224
Creative Financial Designs
Indiana
$388
DI
225
Disciplined Investments
Oklahoma
$388 +$170 +4 +67%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.